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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,742 | $63,861-29.9% | $104,625-57.2% | $79,852-44.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 16.24% | 21.30%-5.1pp | 340.60%-324.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $641 | $1,588-59.6% | $2,681-76.1% | $2,471-74.1% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,553 | $4,185-62.9% | $6,465-76.0% | $5,306-70.7% |